AWM
NSA

Axxcess Wealth Management’s National Storage Affiliates Trust NSA Stock Holding History

Axxcess Wealth Management’s Portfolio NSA Stock Details NSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-28,036
Closed -$791K – 783
2025
Q4 		$791K Sell
28,036
-878
-3% -$26.1K 0.01% 561
2025
Q3 		$874K Sell
28,914
-13,738
-32% -$429K 0.02% 478
2025
Q2 		$1.36M Sell
42,652
-319
-0.7% -$11.1K 0.03% 355
2025
Q1 		$1.69M Sell
42,971
-8,576
-17% -$323K 0.04% 289
2024
Q4 		$1.95M Sell
51,547
-5,125
-9% -$220K 0.05% 278
2024
Q3 		$2.73M Sell
56,672
-170
-0.3% -$7.59K 0.07% 211
2024
Q2 		$2.34M Buy
56,842
+5,193
+10% +$196K 0.06% 227
2024
Q1 		$2.02M Sell
51,649
-4,522
-8% -$170K 0.06% 245
2023
Q4 		$2.33M Sell
56,171
-192,349
-77% -$6.45M 0.07% 220
2023
Q3 		$7.89M Buy
248,520
+18,658
+8% +$632K 0.27% 77
2023
Q2 		$8.01M Buy
229,862
+44,302
+24% +$1.67M 0.58% 35
2023
Q1 		$7.75M Buy
185,560
+5,633
+3% +$228K 0.59% 33
2022
Q4 		$6.5M Buy
179,927
+4,819
+3% +$188K 0.54% 42
2022
Q3 		$7.28M Buy
175,108
+4,237
+2% +$216K 0.69% 24
2022
Q2 		$8.56M Buy
170,871
+6,788
+4% +$370K 0.79% 19
2022
Q1 		$10.3M Sell
164,083
-9,872
-6% -$607K 0.8% 18
2021
Q4 		$12M Buy
+173,955
New +$10.7M 0.88% 17

Other funds holding NSA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Axxcess Wealth Management's NSA Position: Q1 2026 in Review

Axxcess Wealth Management sold out of National Storage Affiliates Trust (NSA) in Q1 2026, closing a stake of 28,036 shares — an estimated $791K sold.

Axxcess Wealth Management first reported a position in NSA in Q4 2021 and held it in 17 quarters. The position peaked at $12M in Q4 2021. 332 funds tracked by Wall St. Rank hold NSA as of Q1 2026.

  • Axxcess Wealth Management reported no remaining National Storage Affiliates Trust position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 28,036 National Storage Affiliates Trust shares in Q1 2026, an estimated $791K.
  • Axxcess Wealth Management first reported a position in National Storage Affiliates Trust in Q4 2021 and held it in 17 quarters.
  • Axxcess Wealth Management's National Storage Affiliates Trust position peaked at $12M in Q4 2021.
  • 332 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.